YMAX vs. GEAR ETF Comparison

Comparison of BetaShares Australian Top 20 Equity Yield Maximiser Fund (YMAX) to Betashares Geared Australian Equity Fund   (GEAR)
YMAX

BetaShares Australian Top 20 Equity Yield Maximiser Fund

YMAX Description

The fund aims to provide investors with exposure to a portfolio of 20 blue-chip Australian shares (as represented in the S&P/ASX 20 Index), while providing attractive quarterly income that exceeds the dividend yield of a portfolio of the underlying shares. In addition, the Fund aims to provide lower overall volatility than the underlying share portfolio.

Grade (RS Rating)

Last Trade

$8.04

Average Daily Volume

91,804

Number of Holdings *

10

* may have additional holdings in another (foreign) market
GEAR

Betashares Geared Australian Equity Fund  

GEAR Description Tracks the return of the S&P/ASX 200 Index (Geared)

Grade (RS Rating)

Last Trade

$33.44

Average Daily Volume

158,897

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period YMAX GEAR
30 Days 1.77% 1.33%
60 Days 0.00% 6.73%
90 Days 1.90% 11.54%
12 Months 12.56% 47.76%
8 Overlapping Holdings
Symbol Grade Weight in YMAX Weight in GEAR Overlap
ANZ A 6.8% 8.64% 6.8%
BHP D 11.19% 22.01% 11.19%
CBA A 13.72% 21.4% 13.72%
CSL D 12.19% 13.07% 12.19%
MQG A 4.49% 7.79% 4.49%
NAB A 6.91% 10.88% 6.91%
WBC A 8.44% 10.36% 8.44%
WES A 4.54% 7.55% 4.54%
Compare ETFs